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Blog

You Asked, We Answered: Formstack's Solutions for Smarter Onboarding

Lacey Jackson
November 13, 2023
|
4
Min Read

If you joined us for our recent webinar, "Elevate Intake and Onboarding: Formstack Suite vs. Forms Workflows demo," you got a great insight into the ways Formstack can uniquely solve your onboarding workflows. If you couldn’t make it to the webinar, not to worry! We’ve taken the questions we received during the Q&A section and we’re compiling answers to support everyone’s workflow automation journey! 

We had a great session filled with insightful questions, and we’re here to keep that momentum going. Whether you’re looking to streamline your onboarding or just make your data management a breeze, we’ve got you covered. So, let’s turn those questions into solutions and continue to power your workplace productivity together.

Can Copilot workflows be used with Portals?

No, if you add a form that is part of a Copilot Workflow to a Portal, the workflow will not be initiated when the form is submitted via the portal.

Can Copilot handle encrypted forms?

Copilot workflows supports the use of encrypted forms to collect data as well as to map data while building out your workflow. All users with access to Copilot will be able to use this feature. Check out this quick demo to see how you can add encrypted forms to your Copilot workflows. 

For more information on setting up an encrypted form for the first time, check out our article here.

Can data residency be chosen for Copilot, e.g., backend data resides in the EU rather than the USA?

Data residency cannot be selected. 

Can Copilot workflows be started by an internal user with subsequent steps being sent to external participants?

Yes! This can be done in one of two ways. On the assignment tab of the form you’d like an external user to complete, simply add their email address to the assignment step. 

If you have an external user completing the first form in your workflow and you’d like them to complete a second, you can also use the “inherit from a previous step” toggle and the user can complete both forms directly from the same browser. 

Do steps in a workflow always have to be sent to an individual, or can I send them to an HR group so anyone in the group can pick up?

While you can add multiple assignees to a single step, Formstack does not currently offer the ability to assign steps to a user group. However, we are always looking for feedback from customers about features we should invest in! 

Visit the Formstack Roadmap to learn more about what’s coming and make feature suggestions

How can I learn more about adding Copilot to my Formstack account?

Always feel free to reach out to your account manager when looking for more details on your account. If you’d like to simply learn more about how Copilot works, Formstack’s YouTube channel has dozens of video demos walking through how you can leverage Copilot in your work. 

Is there a feature for data cleaning/formatting before sending data to my database?

Formstack offers features that help standardize data, like names and addresses, before it enters your database. Features like, Field Validation, Field Prefill, Single Sign-On, Partial Submissions, and Required Fields, help you to prevent dirty data from making its way to your database. 

Learn more about Field Prefill from this quick demo video. 

When will the new features roll out?

Formstack is constantly updating and adding new features. For the latest on feature rollouts, check out Formstack’s Release Notes

We hope this blog post has helped you learn new ways to take advantage of your Formstack account. Remember, our Help Site is your go-to resource for step-by-step guides and further assistance. Whether you're just starting out with Formstack or looking to expand your capabilities, we're here to support your journey towards optimized data management and workflow automation.

Ready to elevate your processes? Start by exploring our Formstack Help Center, or contact our support team for personalized assistance. Let's transform the way you work with Formstack today!

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Lacey Jackson
Lacey is a Product Marketing Manager at Formstack who is dedicated to creating content that showcases the power of the Formstack Platform. When she’s not creating Formstack Builders tutorials, she can be found reading, playing board games, or strolling with her dog. Lacey is a graduate of Franklin College.
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